This model portfolio has generated an average annualized return of 13.4% over the past three years, compared to a 16.4% annual return by its benchmark, the MSCI World Net Total Return Index.

We dive deeper into the ever-expanding world of model portfolios in our 2025 US Model Portfolio Landscape.. BlackRock Remains the King of Model Portfolios, and It Isn’t Close. BlackRock retained ...

Owing to the weak dollar and rising inflation, among many other factors, commodities are growing more and more appealing. The trick is knowing how to right-size those allocations. WisdomTree’s ...

Assets in model portfolios — which bundle together ETFs and mutual funds into ready-made strategies — reached $6.9 trillion by the third quarter of 2024, up from $5.1 trillion in 2023, latest ...

The following Model Portfolio was designed using the best ideas of REITs, BDCs, MLPs, and ETFs I currently invest in to produce an income of $10,000 annually.